Lyons Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.25M | Sell |
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2019
Q3 | $5.21M | Sell |
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2019
Q2 | $6.04M | Buy |
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|
2019
Q1 | $5.87M | Buy |
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|
2018
Q4 | $208K | Sell |
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|
2018
Q3 | $1.47M | Sell |
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|
2018
Q2 | $2.3M | Buy |
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|
2018
Q1 | $1.75M | Buy |
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|
2017
Q4 | $208K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $477K | Buy |
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|
2015
Q4 | $327K | Sell |
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|
2015
Q3 | $1.33M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $238K | Hold |
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|
2014
Q2 | $238K | Hold |
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|
2014
Q1 | $238K | Hold |
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|
2013
Q4 | $238K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $269K | Buy |
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